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Personal Accounting: Do You Do It? How? (beehaw.org)

submitted 1 year ago by dxcz@beehaw.org to c/finance@beehaw.org

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Hi all,

So I started YNAB a few years ago, and found myself enjoying the accounting aspects more than the budgeting aspects. When the price kicked up, I thought I'd explore the personal accounting space some more.

So I started using GNUCash and learned about double entry accounting. Which was fun sometimes, less fun other times. I liked that I could use Git with the save file, didn't like entering every. single. transaction. manually. I could never figure out the bank sync.

Eventually, I switched to Quicken, and have been mostly OK with it so far (on Mac). Though I'm still not used to using Reports and the like for personal analytics, the mobile app is clunky, and I occasionally run into wonky bugs with sync or with the general app.

How do you all go about tracking funds in accounts, if at all?

Thanks!

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[–] funchords@lemmy.sdf.org 2 points 1 year ago (1 children)

We use the FOSS Homebank. We have been using it for years, I just did not want a pony up the money for Quicken.

[–] SoManyChoices@lemmy.sdf.org 2 points 1 year ago

I tried Homebank for a bit about 18 months ago but found just enough pain points with it working well with my various bank’s files that I stopped using it and purchased Moneydance instead.

I don’t use Moneydance+. I simply import the QFX files manually every Monday morning and make sure my Billpay gets setup for upcoming due dates. Moneydance also offers a mobile client which has come in handy a few times.